For the quarter ended September 2025, Zillow Group (ZG) reported revenue of $676 million, up 16.4% over the same period last year. EPS came in at $0.44, compared to $0.35 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $668.99 million, representing a surprise of +1.05%. The company delivered an EPS surprise of -2.22%, with the consensus EPS estimate being $0.45.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Zillow performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Mobile Applications and Websites - Average Monthly Unique Users: 250 million versus the two-analyst average estimate of 245.96 million.
- Mobile Applications and Websites - Visits: 2.55 billion versus the two-analyst average estimate of 2.48 billion.
- Revenue- Residential: $435 million versus the four-analyst average estimate of $429.27 million. The reported number represents a year-over-year change of +7.4%.
- Revenue- Other: $14 million versus $14.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a 0% change.
- Revenue- Mortgages: $53 million compared to the $50.02 million average estimate based on four analysts. The reported number represents a change of +35.9% year over year.
- Revenue- Rentals: $174 million compared to the $174.66 million average estimate based on four analysts. The reported number represents a change of +41.5% year over year.
View all Key Company Metrics for Zillow here>>>
Shares of Zillow have returned -3.3% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Zillow Group, Inc. (ZG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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